Morley Builders Employee Savings Plan
Sponsored by Morley Builders, Inc. · EIN 953920697 · Plan #002
- Total assets
- $36.8M
- Net assets
- $36.8M
- Active participants
- 141
- With balances
- 199
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $80,972 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $18,374 |
| Moss Adams | Accounting, Direct payment from the plan | $17,650 |
| Wells Fargo Advisors Financial Netw | Investment advisory (plan), Other fees | $0 |